Monthly Bookkeeping
My flagship service. I keep your books current, categorized, and reconciled month after month, so you always know where your business stands and never scramble at tax time. This is ongoing peace of mind, handled for you.
Services
Everything your books need, in one place.
From day-to-day bookkeeping to catch-up, cleanup, payroll, and QuickBooks, here's how I take the financial side of your business off your plate. Pricing is always custom, built around exactly what you need.
Catch-Up & Clean-Up Bookkeeping
Months (or years) behind? Books a tangled mess? No judgment here. I will catch you up, clean up miscategorized transactions, and get everything reconciled and accurate so you can move forward with a fresh, trustworthy set of books.
QuickBooks Setup & Training
I am a QuickBooks Online Certified ProAdvisor. I will set up your QuickBooks the right way for your business, or walk you through how to use it confidently if you would rather keep more of it in-house.
Payroll
Payroll done right and on schedule, so your team is paid correctly and your payroll records stay clean and compliant.
Accounts Payable & Receivable
I help you track and manage bills and invoices so nothing slips through the cracks, your vendors are paid, and your customers pay you.
Bank & Credit Card Reconciliation
I reconcile your bank and credit card accounts so your books match reality. This is the step that catches errors, missing transactions, and problems before they grow.
Financial Reporting
Profit and loss, balance sheet, and the reports that tell the real story of your business, delivered in plain language so you can make confident decisions.
Notary Services
As a notary, I can also help with document notarization for my clients and the local community.
Clear & honest
What I don't do.
I believe in being upfront about my lane. I'm a bookkeeper, not a CPA or tax preparer, and staying focused on what I do best is exactly how I serve you well. Here's what I'll happily point you to a trusted professional for:
- Tax preparation & filing
- CPA services
- Audits
- Financial or investment advising
The handoff that helps
Clean books make tax time easy.
Here's the good news: keeping your books clean, accurate, and reconciled all year is exactly what makes tax season simple. When your CPA or tax preparer has a tidy, trustworthy set of books, everything downstream gets faster, easier, and often less expensive.
Think of me as the person who keeps your financial house in order all year, so the specialists you work with can do their job with zero guesswork.
How it works
A simple path to books off your plate.
01
Free consultation
We start with a conversation to learn about your business, your current books, and what you need help with.
02
Custom scope & quote
I review your QuickBooks and current books, then put together a customized scope of services and pricing built around your needs.
03
Cleanup & setup
Once we agree to move forward and sign an engagement letter, I handle any cleanup or setup needed to get your books right.
04
Ongoing support
From there we transition into ongoing monthly bookkeeping and support, with someone you can always reach out to.
Ready to hand off the books?
Let's start with a free consult. We'll talk through your business, your books, and exactly how I can help take the stress off your plate.